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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,004 | $92,743-32.1% | $82,744-23.9% | $134,532-53.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -18.82% | 946.63%-965.5pp | 702.22%-721.0pp | 418.27%-437.1pp |
| Employer contribution / active EE | $4,695 | $3,273+43.5% | $3,008+56.1% | $4,741-1.0% |
| Participant deferral / active EE | $6,549 | $4,802+36.4% | $4,395+49.0% | $6,401+2.3% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |